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Jim Bone is General Manager at We Insure, a national insurance franchise agency that's disrupting the industry with an innovative business model focused on customer experience and exceptional agent support. The franchise offers unprecedented access to carriers and complete operational, IT, service and marketing support to its agency owners. We Insure is expanding rapidly across the U.S. with more than 300 retail locations.

Christine Muldoon is Senior Vice President of Strategy at WebMD Health Services.

Yakov Filippenko is a serial entrepreneur and founder at Intch, the social networking technology. He is on a mission to disrupt the future-of-work for tech professionals and C-level executives with AI-based user-matching algorithms. Filippenko's previous startup, SailPlay, was acquired by Retail Rocket, a retention management platform for brands.

Assets managed by the multi-family office have soared by 400% over the past three years, with more growth on the way under a second private equity investor.

A young lawyer and his wife are planning to have some well-educated kids. How can they get financially ready?

The industry's fastest-growing business model puts two very different functions under one roof. Are investors — and advisors — clear on the differences?

Data shows that women and people of color embrace hybrid work more than men do. But the trend brings new challenges to creating a more inclusive workplace

Julie Sandorf is the president of the Charles H. Revson Foundation and a board member of the Rebuild Local New Coalition.

A majority of wirehouse brokers think their comp plans are too complex. It's likely a factor in the exodus of advisors from those firms.

Steven Waldman is the founder and CEO of the Rebuild Local News Coalition.